【語重心長】投資新手或者唔想再做傻散嘅入一入嚟（6）

yes, that's why need leveraged etf.

https://www.returnstackedetfs.com/wp-content/uploads/2024/09/RSST-Presentation.pdf
RSST 個 presentation 入面用CTA trend 做MF既介紹 ，唔知係咪代表rsst 既mf 策略係cta trend following呢

唔好意思，請問avgs 個管理費同埋asset 規模邊度可以睇到，上網見資料好似唔算多

諗緊月供VWRA + AVGS + VGIT

正路再睇見到都係同AVWS 一樣只不過係美金版，管理費0.39% 算唔算高？

Asset under management 147M USD

同同樣類型嘅ETF比，唔算

謝謝 請問VWRA 同AVGS 個比例點分配好？因為VWRA淨包括中小型股 如果喺分散風險角度出發係咪VWRA: AVGS 50/50會好啲？ 但係如果睇過往十年表現似乎就 60/40好啲？

i think it depends how big is your portfolio
For less than 1M HKD, I think only AVGS is fine.
When you buy multiple tickers, there are rebalancing timing luck (can be up or down) involved and transaction costs.

更正VWRA係包大中型股市先啱

都係..同埋rebalancing 個方式點都會有啲主觀操作.. btw 師兄係咪唔太睇好large cap

有冇巴絲試過set IB每月自動入金（<hkd$10k）加月供，系統係咪會自動轉美金月供？
同埋想問手續費係咪一樣？

sorry, i was gonna say Avantis Global Equity UCITS ETF.

Slight tilt towards small cap

https://www.avantisinvestors.com/ucitsetf/avantis-global-equity-ucits-etf/#portfolio

I have US etf equivalent AVGE

VWRA: AVGS 50/50
It means that you are full tilt towards small cap.
Small cap consists of very small amount in VWRA.

https://alphaarchitect.com/2024/12/portfolio-efficiency/

岩岩發現呢個paper
講緊diversity MF 既好處

想問你e家個組合係點 見你經常提供唔少關於mf既研究

I split my 50% portfolio into these 5 MF and the other 50% portfolio into leveraged etf. Rebalance quarterly.

1. DBMF
複製SG Index策略
2. ASMF
模仿全球20大CTA基金 (SG Index)
3. KMLM (商品/貨幣專注)
追蹤22種期貨合約（11商品+6貨幣+5國債），唔包括股票
每月按波動率調整倉位，用200日平均線做趨勢信號
4. AHLT (系統化趨勢跟蹤)
2023年新推出，交易超過20種全球市場期貨
100%系統決策，無人工干預，專注捕捉價格趨勢
持倉包括股票指數、國債、原油、黃金等
5. CTA (多策略互補)
結合趨勢跟蹤(60%)與均值回歸(40%)策略

多謝分享

睇完你同樓主既分享

我e家砌咗咁樣
Rssb 40%
Avuv 21%
Avdv 9%
Rsst 10%
Cta 10%
Kmlm 10%

80stock 40 bond 30mf
應該都夠diversity

Small cap 比例特登咁調？
買一隻avgs 簡單啲

charles schwab international買唔到avgs
一直用開charles schwab買個股(偷佢係離岸），近排開始轉月供etf

之前排文見有人講avgs大約7成us ,3成non us

見到bro對過avws入面有~77%既avuv+avdv
(53%avuv 24%avdv)

星期一又應該又有特價時段
話就話知自己要溝貨 但睇住條balance哩幾日又要紅咗都唔好受

https://www.returnstackedetfs.com/wp-content/uploads/2025/01/RSBT-Presentation.pdf

我用20% 係RSBT (槓桿= 約100%AGG + 100% MF) 代替bond 部份
佢MF 部份係抄人功課，唔洗自己選擇邊隻MF。
雖然選擇佢抄功課既方法都係一種選擇